See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,907 | $183,592-89.2% | $155,567-87.2% | $145,959-86.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.15% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,461 | $5,315-72.5% | $4,674-68.7% | $4,661-68.7% |
| Participant deferral / active EE | $6,932 | $6,464+7.2% | $5,628+23.2% | $6,689+3.6% |
| Admin fee / account holder | $286 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |